A strong emphasis on time-tested investments and nothing speculative. The guiding principle is long‑term wealth preservation above all else.
As a fee-only fiduciary, my compensation comes solely from the fees you pay. Your costs are fully transparent—clearly disclosed, with nothing hidden in fine print.
At First Shelbourne, I believe high-quality fiduciary advice shouldn't come with a high price tag. While the industry average fee is approximately 1.02% annually, my standard fee is 0.50%.
Industry average based on 2025 AdvisoryHQ and Kitces Research studies. Lower fees do not guarantee higher investment returns. All investing involves risk.
I replaced the high-overhead franchise model with a lean, independent fiduciary structure. This allows me to offer professional 401(k), IRA, and wealth management for a single 0.50% fee. No hidden layers, no corporate markups.
After 20 years as a New York police officer, I founded First Shelbourne on the same principles that guided my service: integrity, protection, and loyalty to the people I serve. As an independent, fiduciary investment advisor, I specialize in helping civil service workers and retirees, as well as individuals and families navigating significant savings or inheritances, manage their wealth with clarity and confidence. My firm offers a transparent, client‑first alternative to high‑overhead national franchises.
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First Shelbourne LLC is a registered investment advisor in New York. Financial advisor services are offered through First Shelbourne LLC, an investment advisory firm domiciled in the State of New York. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption. This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
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